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Remote High Net Worth Underwriter Jobs (NOW HIRING)

Aprio

Senior Tax Associate - High Net Worth

Washington, DC · On-site +1

$70K - $133K/yr

... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental ...

Veritas Group Inc

Tax Manager

Dallas, TX · On-site +1

$109K - $143K/yr

Tax Manager - High Net Worth & Family Office Advisory Location: Hybrid or Remote Compensation: Competitive base + bonus + excellent benefits Work Environment: Exceptional culture | Elite client base ...

CFS

Tax Specialist CPA

Orlando, FL · Remote

$90K - $120K/yr

Work with high-net-worth individuals and closely held businesses * Stable firm with strong client ... Fully remote position working Eastern Time hours * Structured 40-hour work week year-round

Aprio

Senior Tax Associate - High Net Worth

Rockville, MD · On-site +1

$70K - $133K/yr

... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental ...

AlphaHire

Tax Analyst (Remote)

Allentown, PA · Remote

... remote work environment and a clear path for long-term professional growth. Responsibilities ... Prepare complex individual income tax returns for business owners, executives, and high-net-worth ...

AlphaHire

Tax Analyst (Remote)

Allentown, PA · Remote

... remote work environment and a clear path for long-term professional growth. Responsibilities ... Prepare complex individual income tax returns for business owners, executives, and high-net-worth ...

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Remote High Net Worth Underwriter information

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$32.5K

$78.9K

$139.5K

How much do remote high net worth underwriter jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote high net worth underwriter in the United States is $78,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $87,000.00 per year, depending on experience, location, and employer.

What are common challenges faced by remote high net worth underwriters, and how can they be addressed?

Remote High Net Worth Underwriters often encounter challenges such as assessing complex financial portfolios and ensuring compliance with underwriting guidelines without in-person client interaction. Maintaining effective communication with brokers and clients remotely requires strong digital collaboration skills and attention to detail. Utilizing secure digital tools, staying organized, and proactively reaching out to colleagues can help overcome these hurdles. Continuous professional development and staying updated on regulatory changes are also crucial for success in this role.

What is a remote high net worth underwriter?

A Remote High Net Worth Underwriter is an insurance professional who evaluates and assesses insurance applications for affluent clients, typically those with significant assets. Working remotely, they analyze risks associated with insuring valuable properties, collections, or personal liabilities. Their role is to determine coverage terms, set premiums, and ensure compliance with underwriting guidelines while meeting the unique needs of high net worth individuals. They often interact with brokers, agents, and clients through digital communication channels to provide specialized service.

What skills and qualifications are needed to thrive as a remote high net worth underwriter?

To thrive as a Remote High Net Worth Underwriter, you need a strong background in risk assessment, financial analysis, and insurance underwriting, typically supported by a bachelor's degree in finance or a related field and relevant industry certifications (such as CPCU or ARM). Familiarity with underwriting software, policy management systems, and secure remote communication tools is essential. Exceptional attention to detail, strong decision-making, and effective client communication skills help build trust with high net worth clients and manage complex cases. These skills are vital to making sound risk decisions, ensuring compliance, and delivering a high level of personalized service to a demanding clientele.
More about Remote High Net Worth Underwriter jobs
What cities are hiring for Remote High Net Worth Underwriter jobs? Cities with the most Remote High Net Worth Underwriter job openings:
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Remote High Net Worth Underwriter jobs near you
Infographic showing various Remote High Net Worth Underwriter job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $78,878 per year, or $37.9 per hour.

Tax Senor Manager or Director

Solid Rock Recruiting LLC

Fort Collins, CO • On-site, Remote

$125K - $175K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 18 days ago

Job description


Join a Premier Advisory Firm Serving High-Net-Worth Clients

We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.

About the Role

This is a great opportunity for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible.

What You’ll Do

  • Be a trusted advisor to high-net-worth clients and family offices
  • Offer proactive guidance and custom planning solutions
  • Lead teams on tax returns, financial statements, and related deliverables
  • Oversee quality control and provide final reviews
  • Juggle multiple client relationships and special projects
  • Coach and mentor junior team members
  • Support business development efforts—think proposals, meetings, and collaborations
  • Stay sharp on tax law changes and industry trends

What We’re Looking For

Must-Haves

  • Bachelor’s in Accounting (or similar field)
  • CPA or equivalent certification
  • 6+ years of tax/advisory experience
  • 3+ years in a supervisory or leadership role
  • Excellent communication and interpersonal skills
  • Comfort with modern tax and accounting software
  • Willingness to travel if needed

Nice-to-Haves

  • Master’s in Taxation or Accounting
  • Experience working with high-net-worth clients, trusts, or Family Offices
  • Open to hybrid work (ideally 3+ days per week in the office or at client sites)

Perks & Compensation

  • Remote or Hybrid
  • Competitive salary: $140K–$160K depending on your background
  • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more
  • Generous PTO, holidays, and sick leave
  • Support for continuing education, CPA exam, and employee referrals

If you’re looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team—we’d love to hear from you.

Apply today by sending your resume to steve@solidrockrecruiting.com or connect with me to learn more! Direct Phone: 605-273-2108